CWMS
AFL icon

Cannon Wealth Management Services’s Aflac AFL Stock Holding History

Cannon Wealth Management Services’s Portfolio AFL Stock Details AFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,143
Closed -$229K – 77
2024
Q4 		$229K Sell
2,143
-67
-3% -$7.31K 0.2% 73
2024
Q3 		$247K Buy
+2,210
New +$225K 0.23% 67

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Cannon Wealth Management Services's AFL Position: Q1 2025 in Review

Cannon Wealth Management Services sold out of Aflac (AFL) in Q1 2025, closing a stake of 2,143 shares — an estimated $229K sold.

Cannon Wealth Management Services first reported a position in AFL in Q3 2024 and held it in 2 quarters. The position peaked at $247K in Q3 2024. 1,628 funds tracked by Wall St. Rank hold AFL as of Q1 2025.

  • Cannon Wealth Management Services reported no remaining Aflac position as of Q1 2025 after selling out during the quarter.
  • Cannon Wealth Management Services sold 2,143 Aflac shares in Q1 2025, an estimated $229K.
  • Cannon Wealth Management Services first reported a position in Aflac in Q3 2024 and held it in 2 quarters.
  • Cannon Wealth Management Services's Aflac position peaked at $247K in Q3 2024.
  • 1,628 funds tracked by Wall St. Rank held Aflac as of Q1 2025.

Based on Cannon Wealth Management Services's 13F filing for Q1 2025, filed 8 May 2025.